See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,048 | $74,888-70.6% | $71,209-69.0% | $142,382-84.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 23.64% | 345.14%-321.5pp | 282.51%-258.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,625 | $2,854-43.1% | $2,721-40.3% | $4,299-62.2% |
| Participant deferral / active EE | $4,715 | $4,454+5.9% | $4,175+12.9% | $6,507-27.5% |
| Admin fee / account holder | $573 | $5,568-89.7% | $5,349-89.3% | $12,624-95.5% |